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Technology Stocks : EMC How high can it go? -- Ignore unavailable to you. Want to Upgrade?

To: John Carragher who wrote (6671)	6/8/1999 8:50:00 PM
From: stock bull	Respond to of 17183

John, re:<< do customers just get in que and then keep changing the dates??? >> We both know they don't manage the business this way. I'm sure the EMC has a very good forecast for Q4 sales, plus orders on the books. Stock Bull

To: John Carragher who wrote (6671)	6/9/1999 11:18:00 AM
From: Tony Viola	Respond to of 17183

John, I would think orders would have been in for sometime and this really confuses me.???? How do you go out and put in a system like emc and not have made a commitment due to lead times by now. do customers just get in que and then keep changing the dates??? Even for large, $1M dollar type systems, customers can always cancel, or, as you say, ask for later delivery. WRT lead times, I have no visibility, but would hope that EMC can put their systems together in reasonably short times. The differences between customer orders, at least within a product type, would largely be configuration driven, i.e., #s of Gigabytes, which result in more or less storage bays going out with the machine. Controllers and software get put in pretty quickly. Hopefully, their final test doesn't take long. Also, they don't have a huge # of different systems to worry about, being at the tip of the storage iceberg. Y2K? I also heard Ruettgers on TV say they had solicited from a lot of customers, probably many more as a % of their customer base, than the 22% that DLJ mentioned. We'll see. The interesting thing to me will be Q100, and on, order patterns. Tony